TD Asset Management makes changes to certain mutual funds
The firm is changing the risk ratings of some mutual funds, the names of others and management fee disclosure as of July 27
- By: Leah Golob
- July 18, 2017 October 17, 2019
- 14:10
Latest news in Products
BMO Investments to terminate BMO Short-Term Income Class
The fund will no longer receive additional investments, including purchases via regular investment savings plans
- By: Leah Golob
- July 18, 2017 October 17, 2019
- 13:05
Invesco launches its second pool fund
Invesco Balanced-Risk Allocation Pool, Series F aims to deliver a positive total return with a low to moderate correlation to traditional financial market indices
- By: Jade Hemeon
- July 18, 2017 October 17, 2019
- 10:50
CI introduces Signature Floating Rate Income Pool
The pool invests in securities that tend to be less sensitive to changes in interest rates compared with other fixed-income securities
- By: Jade Hemeon
- July 17, 2017 October 17, 2019
- 15:30
Franklin Templeton launches Franklin Bissett Canada Plus Equity Fund
The new mutual fund can invest up to 49% of its assets in foreign securities, with a focus on U.S. equities
- By: Jade Hemeon
- July 17, 2017 October 17, 2019
- 15:05
Manulife increases age limit for accelerated underwriting
Applications for term life insurance up to $1 million without blood, urine and other biometric data is now available for those up to age 45
- By: Leah Golob
- July 13, 2017 October 17, 2019
- 08:00
Bridgehouse introduces Morningstar Managed Investments Program
The program includes five risk-targeted Morningstar portfolios consisting of mutual funds, pooled funds and ETFs
- By: Leah Golob
- July 11, 2017 October 17, 2019
- 10:10
Mobius turns attention to bargain-priced stocks
The emerging-markets veteran is aiming to pick up stocks that may not be included in broad market indices and may have been overlooked — as…
- By: Jade Hemeon
- July 10, 2017 October 17, 2019
- 14:00
SEI Canada lowers fees on Class F funds
The firm will also alter a selection of embedded-fee purchase options for certain other classes of mutual funds
- By: Leah Golob
- July 10, 2017 October 17, 2019
- 11:25
Horizons does away with PACCs and SWPs
The firm is also changing the distribution frequency of four ETFs to quarterly instead of monthly
- By: Leah Golob
- July 10, 2017 October 17, 2019
- 10:50
BMO’s Kevin Gopaul named CETFA chairman
Gopaul becomes the association’s third chairman, following in the footsteps of Atul Tiwari and Howard Atkinson
- By: Leah Golob
- July 10, 2017 October 17, 2019
- 10:00
Jemekk Capital to subadvise three LOGiQ funds
Frank Mersch will continue to manage the funds with their original mandates
- By: IE Staff
- July 7, 2017 October 17, 2019
- 09:00
World’s first climate rating for equity funds launched
Climetrics allows investors to more easily integrate climate impact considerations into their investment decisions
- By: James Langton
- July 6, 2017 October 17, 2019
- 14:35
Middlefield completes fund merger
Closed-end fund merged into Middlefield U.S. Dividend Growers Class
- By: IE Staff
- July 6, 2017 October 17, 2019
- 09:25
Most mutual fund categories lost ground in June: Morningstar
The worst performers for the month were natural resources equity, European equity, and energy equity
- By: James Langton
- July 5, 2017 October 17, 2019
- 14:00
National Bank Investments to switch portfolio manager
National Bank Trust replaces Fidelity Investments Canada for global equity fund
- By: Leah Golob
- July 5, 2017 October 17, 2019
- 09:40
First Asset launches U.S. equity ETF
The new fund uses a trend-following model designed by CIBC World Markets
- By: IE Staff
- July 5, 2017 October 17, 2019
- 09:30
RBC GAM moves SRI funds to Vision Funds
PH&N and Jantzi funds will be merging June 30
- By: Leah Golob
- June 27, 2017 October 17, 2019
- 14:25
Harvest to launch two new ETFs
The firm, which has attracted $350 million in AUM since its launch last year, now has six ETFs
- By: Jade Hemeon
- June 27, 2017 October 17, 2019
- 11:10
Lala launches Evolve Funds with four actively managed ETFs
The entrepreneur was named head of WisdomTree Canada in April 2016, but his departure was announced about six months later
- By: Jade Hemeon
- June 26, 2017 October 17, 2019
- 14:20
WisdomTree introduces two smart beta fixed-income ETFs
The ETFs, which began trading on the TSX on Monday, aim to profit from the diversification of a multi-sector portfolio
- By: Leah Golob
- June 26, 2017 October 17, 2019
- 12:00
BMO SmartFolio to offer RRIFs
Increased life expectancy and a fast grow senior population were key motivators for adding RRIFs to the robo-advisor service
- By: Leah Golob
- June 26, 2017 October 17, 2019
- 10:25
GrowthWorks receives extension of stay period
The fund has obtained a court to further extend the stay of creditor proceedings against the fund until Dec. 31
- By: James Langton
- June 23, 2017 October 17, 2019
- 11:35
MD Financial Management to terminate Series T units
Investment options for clients include transferring to Series A of the same mutual fund or MDPIM pool
- By: IE Staff
- June 23, 2017 October 17, 2019
- 07:30